Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Nathaly Figueroa

Coto Laurel

Summary

Goal-driven candidate well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Business Development Officer

PathStone Enterprise Center
08.2024 - Current
  • Review and process Small Business Financing (SBF) cases for eligibility and compliance.
  • Follow up with clients to collect documents and complete closings.
  • Manage documentation and upload data in PECI systems per policy.
  • Ensure accuracy, organization, and confidentiality in all records.
  • Support compliance and reporting for federally funded programs.

MSR

GE Credit Union
08.2022 - 07.2024
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Supported day-to-day account management for company clients.
  • Followed up on denials, late payments, extensions and other special circumstances.

Sales Lead

Aldo
06.2022 - 12.2022
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Built strong client relationships and provided high value-adding services, resulting in increased company market share.
  • Identified and analyzed key competitors and related products.
  • Reported sales data to upper management for review.

Internship Student

Legal Assistance Clinic Of The Pontifical Catholic University Of Puerto Rico
08.2019 - 03.2020
  • Reported back to instructor to receive day-to-day tasks and responsibilities.
  • Helped with administrative support by managing incoming calls, coordinating files and sorting mail.
  • Sorted and organized files, spreadsheets and reports.
  • Answered incoming telephone calls, took down messages and provided information.

Education

No Degree - Business Law

Pontifical Catholic University of Puerto Rico
Ponce, PR

Skills

  • BSA Basics
  • OFAC Basics
  • Opening Accounts
  • ATM Balancing
  • Client Intake & Eligibility Review
  • Documentation & Records Management
  • Data Entry & System Upload
  • Database Management
  • Microsoft Office Suite (Excel, Word, Outlook)
  • Compliance with Organizational Policies

Languages

Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Certification

  • Marketing

Timeline

Business Development Officer

PathStone Enterprise Center
08.2024 - Current

MSR

GE Credit Union
08.2022 - 07.2024

Sales Lead

Aldo
06.2022 - 12.2022

Internship Student

Legal Assistance Clinic Of The Pontifical Catholic University Of Puerto Rico
08.2019 - 03.2020

No Degree - Business Law

Pontifical Catholic University of Puerto Rico
Nathaly Figueroa